ESOP Payment Specialist IITransition Finance Strategies LLC • Charlottesville, VA, US
ESOP Payment Specialist II
Transition Finance Strategies LLC • Charlottesville, VA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionReview distribution work completed by peers and provide constructive feedback. Conduct quality assurance checks on participant elections and payment batches. Read and interpret plan documents and amendments to ensure distribution rules are applied accurately. Resolve complex distribution scenarios, including : Collaborate with compliance and plan consulting teams to resolve nuanced payment issues. Respond to participant inquiries with professionalism, clarity, and accuracy. Support ongoing process improvements and assist with internal documentation. Direct experience with processing plan distributions, including : Proficiency in Microsoft Office (Excel, Word, Outlook); intermediate Excel skills required. Exceptional attention to detail with strong time management and organizational skills. Effective written and verbal communication; professional phone and email etiquette. Ability to work independently and manage multiple priorities in a deadline-driven environment. Strong critical thinking and problem-solving abilities. Experience reviewing or training others on distribution work is a plus. Associate’s degree required; Bachelor’s degree strongly preferred. Minimum of 3 years of experience with defined contribution plan (401(k) experience required; ESOP experience highly preferred). Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN) Competitive salary & comprehensive benefits (medical, dental, vision, life, disability) 401(k) with company match + HSA with contribution Generous PTO for parental leave, vacation and holiday time Support for certifications, association dues, and professional growth Company culture built on community : happy hours, social events, committee opportunities, and volunteer opportunities to make a difference Precision – Accurate records, timely and error-free service. Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness. Advocacy – We champion regulatory and legislative change that benefits employers and employees. Collaboration – Trusted partners to clients, advisors, and teammates alike. Excellence – We bring personalized, proactive, high-touch service to everything we do.
Job Description
Job Description
Description :
Where Technical Expertise Meets Purpose-Driven Impact
Use your ESOP knowledge to help employees across the country build financial independence.
At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security . Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
That’s Where You Come in as an ESOP Payment Specialist II
We are seeking a seasoned and detail-oriented retirement plan professional to join our ESOP Payments Team. This position plays a critical role in ensuring the accurate, compliant, and timely processing of ESOP benefit distributions. The ideal candidate brings experience with ESOP or 401(k) distribution operations, including handling beneficiary payments, forceouts, QDROs, and interpreting plan documents.
You will be trusted with reviewing complex distribution scenarios, providing guidance to junior team members, and serving as a resource on best practices in distribution compliance.
Essential Functions
- Manage the end-to-end distribution process for ESOP plans, including :
o Participant communications
o Distribution form preparation
o Opening and closing payment windows
o Processing check reissues
o Beneficiary payments
o Qualified Domestic Relations Orders (QDROs)
o Required Minimum Distributions (RMDs)
o Forceouts and forfeiture rules
Requirements : Skills & Abilities
o Beneficiary payments
o QDROs
o Forceouts
o Interpretation of plan documents
Education & Experience
Why You’ll Love Working Here as an ESOP Payment Specialist II
You’ll join a company that works hard and supports one another — while doing work that truly matters.
We offer :
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
To get there, we live by our values every day :
This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day.
Apply now and make a career out of making a difference!
Equal Opportunity Employer
Must be authorized to work in the US.
serp_jobs.job_alerts.create_a_job
Payment Specialist • Charlottesville, VA, US
Job_description.internal_linking.related_jobs
UOVUNIUSR0074180EXTERNALENUS $3,500.Performs Patient Access functions of a specialized nature through the application and interpretation of policies and procedures and requiring the use of independ...serp_jobs.internal_linking.show_more
Patient Access Specialist - Revenue Cycle Pipeline.Charlottesville, Virginia, United States, 22904.Performs Patient Access functions of a specialized nature through the application and interpretati...serp_jobs.internal_linking.show_more Transplant Financial Coordinator.Performs a variety of complex business functions within a Medical Center department.Responsible for financial operations budget development and inventory management...serp_jobs.internal_linking.show_more Fiscal & Procurement Specialist Or Sr Fiscal & Procurement Specialist - Uva Business Services.Uva Business Services seeks applications for a Fiscal & Procurement Specialist / Sr Fiscal & Procurement ...serp_jobs.internal_linking.show_more UOVUNIUSR0076469EXTERNALENUS Responsible for managing the patient financial services functions in the Health System CBO including Billing / Collections.
Cash Posting; Contract Management; Customer Se...serp_jobs.internal_linking.show_more Finance Specialist - Asset Management.Applies principles of accounting and financial planning to analyze financial information and prepare financial reports.
Manages all assets within the Medical Ce...serp_jobs.internal_linking.show_more 
We're seeking an Assistant Store Manager to join our team to help with store operations, customer service, and team development.
Duties include, but are not limited to, the following : .Assist with st...serp_jobs.internal_linking.show_more
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_more Responsible for managing the patient financial services functions in the Health System CBO including billing / collections.
cash posting; contract management; customer service; judicial affairs.Overs...serp_jobs.internal_linking.show_more 
Credit Portfolio Manager III - Gov / Con.Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal len...serp_jobs.internal_linking.show_more Health Unit Coordinator, Inpatient Oncology.Under the direction of the manager or designee supports the functions of the unit / area by performing receptionist and clerical duties.Maintaining the med...serp_jobs.internal_linking.show_more 
To prepare compliant cost proposals.Essential Duties and Responsibilities : .Working with the Business Development Team and Opportunity Owner / Technical staff to prepare compliant, responsive, price-c...serp_jobs.internal_linking.show_more
The Practice Manager II partners with clinical leadership in dyad model to ensure the efficient and effective operations of one or more clinics / practices with 11-24 staff members and / or complexity ...serp_jobs.internal_linking.show_more
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...serp_jobs.internal_linking.show_more Provides non-clinical support within the clinic / practice environment and ensures an exceptional patient experience by performing a variety of complex administrative tasks to support patient care de...serp_jobs.internal_linking.show_more MJH MJ Surgical Associates in Charlottesville, VA is looking to hire a Practice Manager III.The Practice Manager III partners with clinical leadership in dyad model to ensure the efficient and effe...serp_jobs.internal_linking.show_more Administrative Specialist- Patient Care Services.This job family coordinates, integrates and administers a range of diverse administrative or staff functions.
Jobs in this group are typically respon...serp_jobs.internal_linking.show_more 
This position is responsible for providing a best-in-class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals.Prov...serp_jobs.internal_linking.show_more
SHINE Systems, LLC is seeking a mission-driven Operations Support Specialist to join our team in Charlottesville, Virginia.
This position supports operational planning and coordination functions wit...serp_jobs.internal_linking.show_more
Patient Access Specialist - Revenue Cycle Pipeline
UVA Health System • Charlottesville, Virginia, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Patient Access Specialist - Revenue Cycle Pipeline
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Transplant Financial Coordinator
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Fiscal & Procurement Specialist or Sr Fiscal & Procurement Specialist - UVA Business Services
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CBO Revenue Cycle Supervisor
UVA Health System • Charlottesville, Virginia, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Finance Specialist - Asset Management
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Assistant Manager II
Family Dollar • Ruckersville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit • Charlottesville, VA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Expert - Onsite
Intuit • Charlottesville, VA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CBO Revenue Cycle Supervisor
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Credit Portfolio Manager III - Gov / Con (location requirement flexible)
Atlantic Union Bank • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Health Unit Coordinator, Inpatient Oncology
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Pricing Specialist
Signature Science, LLC • Charlottesville, VA, United States
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Practice Manager II
Sentara Healthcare • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Specialist Key
KnitWell Group • Charlottesville, VA, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Patient Care Specialist
Sentara Healthcare • Crozet, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Practice Manager III
Sentara Healthcare • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Administrative Specialist- Patient Care Services
Virginia Department of Human Resource Management • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Part Time Teller-Floater (20 hours) #2 Orange, VA Branch
Atlantic Union Bank • Orange, Virginia, United States
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Operations Support Specialist (TS / SCI w / POLY)
Clearance Jobs • Charlottesville, VA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted